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MiFID II – obtaining additional client details
We’ll shortly be writing to clients, who hold exchange traded funds and investment trusts within individual ISA and Investment Accounts, to obtain the additional personal details required to continue to transact when MiFID II is implemented.
Pensions and divorce settlements
Pensions and divorce can be a complex area. Our new guide breaks down the key considerations as well as the principles behind the courts decisions.
CII exam support videos
In preparation for your CII exams, watch our technical video on the various ways tax relief is granted, depending on the type of scheme.
Technical matters
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Investment choices
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
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